HSBC HOLDINGS PLC (HSBC) — Institutional Holders, Q2 2026 (page 3)
713 institutional investment managers reported a HSBC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $8.0B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 300. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HSBC 13F holders ranked 201–300 of 713
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | SBI Securities , Ltd.#201 · 17,491 sh | 17,491 | $1.7M | — | -4.6% |
| 202 | GREENLEAF#202 · 17,284 sh | 17,284 | $1.6M | 0.02% | -3.1% |
| 203 | PDS Planning#203 · 17,023 sh | 17,023 | $1.6M | 0.09% | +1.0% |
| 204 | HB Wealth Management#204 · 16,887 sh | 16,887 | $1.6M | — | +19.8% |
| 205 | Frank, Rimerman Advisors#205 · 16,391 sh | 16,391 | $1.6M | — | +1.4% |
| 206 | Bleakley Financial Group#206 · 16,224 sh | 16,224 | $1.5M | 0.02% | +24.1% |
| 207 | Parallel Advisors#207 · 16,074 sh | 16,074 | $1.5M | 0.02% | +13.0% |
| 208 | Henry James International Management#208 · 16,027 sh | 16,027 | $1.5M | — | +4.2% |
| 209 | AE Wealth Management#209 · 15,819 sh | 15,819 | $1.5M | <0.01% | +80.5% |
| 210 | Soltis Investment Advisors#210 · 15,721 sh | 15,721 | $1.5M | 0.08% | +3.3% |
| 211 | Invesco Ltd.#211 · 15,431 sh | 15,431 | $1.5M | <0.01% | -3.8% |
| 212 | FOUNDERS FINANCIAL SECURITIES#212 · 14,959 sh | 14,959 | $1.4M | 0.07% | -24.4% |
| 213 | NATIONS FINANCIAL GROUP , /IA#213 · 14,905 sh | 14,905 | $1.4M | 0.07% | +3.9% |
| 214 | Horizon Investments#214 · 14,883 sh | 14,883 | $1.4M | 0.01% | -62.3% |
| 215 | STATE STREET#215 · 14,767 sh | 14,767 | $1.4M | 0.00% | 0.0% |
| 216 | OPPENHEIMER ASSET MANAGEMENT#216 · 14,755 sh | 14,755 | $1.4M | 0.01% | -35.5% |
| 217 | CREDIT AGRICOLE S A#217 · 14,545 sh | 14,545 | $1.4M | <0.01% | -51.7% |
| 218 | Frec Markets#218 · 14,478 sh | 14,478 | $1.4M | 0.12% | +18.8% |
| 219 | PROFUND ADVISORS#219 · 14,181 sh | 14,181 | $1.3M | 0.04% | -2.8% |
| 220 | Y-Intercept (Hong Kong) Ltd#220 · 14,129 sh | 14,129 | $1.3M | — | -61.5% |
| 221 | Cambridge Investment Research Advisors#221 · 14,126 sh | 14,126 | $1.3M | <0.01% | +22.6% |
| 222 | Fiera Capital#222 · 14,066 sh | 14,066 | $1.3M | <0.01% | +17.3% |
| 223 | Cornerstone Select Advisors#223 · 14,039 sh | 14,039 | $1.3M | 0.56% | +12.4% |
| 224 | DEUTSCHE BANK AG\#224 · 14,030 sh | 14,030 | $1.3M | <0.01% | +49.1% |
| 225 | NorthCrest Asset Manangement#225 · 13,453 sh | 13,453 | $1.3M | — | New |
| 226 | Gryphon Financial Partners#226 · 13,823 sh | 13,823 | $1.3M | 0.12% | +21.2% |
| 227 | Ascent Group#227 · 13,647 sh | 13,647 | $1.3M | 0.04% | +1.2% |
| 228 | Sivia Capital Partners#228 · 13,631 sh | 13,631 | $1.3M | 0.16% | +59.9% |
| 229 | May Hill Capital#229 · 13,602 sh | 13,602 | $1.3M | 0.27% | +9.8% |
| 230 | Cherokee Insurance#230 · 13,545 sh | 13,545 | $1.3M | 0.50% | 0.0% |
| 231 | Point#231 · 13,421 sh | 13,421 | $1.3M | 0.11% | +5.1% |
| 232 | NLB Skladi, upravljanje premozenja, d.o.o.#232 · 13,037 sh | 13,037 | $1.2M | — | +2.4% |
| 233 | SG Americas Securities#233 · 12,997 sh | 12,997 | $1.2M | <0.01% | -90.6% |
| 234 | AssuredPartners Investment Advisors#234 · 12,932 sh | 12,932 | $1.2M | 0.12% | -0.5% |
| 235 | Henshaw Capital#235 · 12,880 sh | 12,880 | $1.2M | 0.04% | 0.0% |
| 236 | LAZARD ASSET MANAGEMENT#236 · 12,687 sh | 12,687 | $1.2M | <0.01% | -2.1% |
| 237 | SAGE RHINO CAPITAL#237 · 12,540 sh | 12,540 | $1.2M | 0.19% | -0.2% |
| 238 | Miracle Mile Advisors#238 · 12,493 sh | 12,493 | $1.2M | 0.01% | -3.0% |
| 239 | Farringdon Capital, Ltd.#239 · 12,377 sh | 12,377 | $1.2M | 0.58% | +172.9% |
| 240 | Linden Thomas Advisory Services#240 · 12,334 sh | 12,334 | $1.2M | — | +4.0% |
| 241 | West Family Investments#241 · 12,240 sh | 12,240 | $1.2M | 0.34% | +29.5% |
| 242 | KESTRA PRIVATE WEALTH SERVICES#242 · 12,187 sh | 12,187 | $1.2M | 0.01% | +305.6% |
| 243 | Everest Financial Group#243 · 12,067 sh | 12,067 | $1.1M | 0.16% | 0.0% |
| 244 | Concurrent Investment Advisors#244 · 11,859 sh | 11,859 | $1.1M | — | -4.6% |
| 245 | Beacon Pointe Advisors#245 · 11,708 sh | 11,708 | $1.1M | <0.01% | -37.1% |
| 246 | DELTA FINANCIAL ADVISORS#246 · 11,534 sh | 11,534 | $1.1M | 0.26% | 0.0% |
| 247 | Cordatus Wealth Management#247 · 11,425 sh | 11,425 | $1.1M | — | +0.6% |
| 248 | Legacy Wealth Asset Management#248 · 11,194 sh | 11,194 | $1.1M | — | -2.0% |
| 249 | MISSION WEALTH MANAGEMENT#249 · 10,521 sh | 10,521 | $1.0M | — | +18.9% |
| 250 | Themes Management#250 · 10,367 sh | 10,367 | $985.8K | 0.65% | -14.0% |
| 251 | Five Oceans Advisors#251 · 10,361 sh | 10,361 | $985.2K | — | 0.0% |
| 252 | BLAIR WILLIAM#252 · 10,307 sh | 10,307 | $980.1K | <0.01% | +4.7% |
| 253 | Pinnacle Wealth Planning Services#253 · 10,263 sh | 10,263 | $975.9K | 0.09% | -0.2% |
| 254 | World Investment Advisors#254 · 11,741 sh | 11,741 | $973.8K | 0.02% | -0.3% |
| 255 | 71 West Capital Partners#255 · 10,234 sh | 10,234 | $973.2K | 0.03% | New |
| 256 | Traveka Wealth#256 · 10,132 sh | 10,132 | $963.5K | — | +0.2% |
| 257 | CHELSEA COUNSEL#257 · 10,100 sh | 10,100 | $960.4K | 0.41% | 0.0% |
| 258 | Lido Advisors#258 · 10,052 sh | 10,052 | $956.0K | <0.01% | +11.0% |
| 259 | Independent Advisor Alliance#259 · 10,043 sh | 10,043 | $955.0K | 0.02% | -7.9% |
| 260 | Venturi Wealth Management#260 · 9,981 sh | 9,981 | $949.1K | 0.04% | +9.7% |
| 261 | Equitable#261 · 9,938 sh | 9,938 | $944.9K | <0.01% | +86.3% |
| 262 | Clearstead Advisors#262 · 9,765 sh | 9,765 | $928.6K | <0.01% | -50.0% |
| 263 | SeaBridge Investment Advisors#263 · 9,529 sh | 9,529 | $906.1K | 0.13% | +0.6% |
| 264 | DRIVE WEALTH MANAGEMENT#264 · 9,525 sh | 9,525 | $905.7K | 0.16% | +2.2% |
| 265 | Optas#265 · 9,393 sh | 9,393 | $893.2K | 0.13% | +1.0% |
| 266 | Westover Capital Advisors#266 · 9,313 sh | 9,313 | $885.6K | — | 0.0% |
| 267 | XPONANCE#267 · 9,158 sh | 9,158 | $870.8K | <0.01% | +99.5% |
| 268 | Bridgewater Advisors#268 · 8,024 sh | 8,024 | $865.4K | 0.05% | -0.2% |
| 269 | COMMERCE BANK#269 · 9,089 sh | 9,089 | $864.3K | <0.01% | -1.3% |
| 270 | Schonfeld Strategic Advisors#270 · 9,088 sh | 9,088 | $864.2K | <0.01% | New |
| 271 | HighMark Wealth Management#271 · 9,008 sh | 9,008 | $856.6K | 0.29% | 0.0% |
| 272 | Mesirow Financial Investment Management#272 · 8,923 sh | 8,923 | $848.5K | 0.01% | +0.1% |
| 273 | 55 North Private Wealth#273 · 8,794 sh | 8,794 | $836.2K | — | +32.7% |
| 274 | American Investment Advisors#274 · 8,755 sh | 8,755 | $832.5K | 0.41% | 0.0% |
| 275 | South Shore Capital Advisors#275 · 8,550 sh | 8,550 | $813.0K | — | +24.8% |
| 276 | Larry Mathis Financial Planning#276 · 8,506 sh | 8,506 | $808.8K | — | New |
| 277 | Allie Family Office#277 · 8,504 sh | 8,504 | $808.6K | 0.30% | 0.0% |
| 278 | Perigon Wealth Management#278 · 8,494 sh | 8,494 | $807.7K | — | -17.1% |
| 279 | Mount Yale Investment Advisors#279 · 8,329 sh | 8,329 | $792.0K | 0.01% | +1.7% |
| 280 | PRINCIPAL SECURITIES#280 · 8,129 sh | 8,129 | $773.0K | <0.01% | +24.8% |
| 281 | EP Wealth Advisors#281 · 8,124 sh | 8,124 | $772.5K | <0.01% | +20.3% |
| 282 | Papamarkou Wellner Asset Management#282 · 9,352 sh | 9,352 | $771.4K | 0.48% | 0.0% |
| 283 | RATIONAL ADVISORS#283 · 8,035 sh | 8,035 | $764.0K | 0.07% | -23.7% |
| 284 | EverSource Wealth Advisors#284 · 8,001 sh | 8,001 | $760.8K | 0.03% | -44.4% |
| 285 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#285 · 8,000 sh | 8,000 | $760.7K | — | New |
| 286 | Advisory Services Network#286 · 7,960 sh | 7,960 | $756.9K | <0.01% | +4.0% |
| 287 | Waverly Advisors#287 · 7,900 sh | 7,900 | $751.2K | <0.01% | -2.2% |
| 288 | Tepp RIA#288 · 7,877 sh | 7,877 | $749.0K | — | -11.0% |
| 289 | RIVERSEDGE ADVISORS#289 · 7,868 sh | 7,868 | $748.2K | — | +8.9% |
| 290 | Private Advisor Group#290 · 7,866 sh | 7,866 | $747.9K | <0.01% | -40.5% |
| 291 | Ignite Planners#291 · 7,790 sh | 7,790 | $740.9K | — | -2.0% |
| 292 | Main Street Research#292 · 7,772 sh | 7,772 | $739.0K | 0.03% | +0.5% |
| 293 | Hexagon Capital Partners#293 · 7,755 sh | 7,755 | $737.4K | 0.10% | -0.2% |
| 294 | Caitong International Asset Management , Ltd#294 · 7,743 sh | 7,743 | $736.3K | 0.10% | New |
| 295 | Monument Capital Management#295 · 7,636 sh | 7,636 | $726.1K | — | +0.5% |
| 296 | Portside Wealth Group#296 · 7,576 sh | 7,576 | $720.4K | — | -12.9% |
| 297 | Wealthstar Advisors#297 · 7,501 sh | 7,501 | $713.3K | — | -5.1% |
| 298 | GWN SECURITIES#298 · 7,437 sh | 7,437 | $707.1K | 0.12% | -5.5% |
| 299 | Wedmont Private Capital#299 · 7,127 sh | 7,127 | $706.2K | — | -16.3% |
| 300 | YOUSIF CAPITAL MANAGEMENT#300 · 7,423 sh | 7,423 | $705.9K | — | -76.4% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.